IBII vs BSJW overlap
5 institutions report holding both IBII and BSJW.
IBIIBSJW
Pick 2 to 4 ETFs.
We don’t have holdings for BSJW. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
5
institutions report holding both, of 31 holding any
IBII12.0% of its 13F dollars, 33.3% of its 15 holders
BSJW19.3% of its 13F dollars, 23.8% of its 21 holders
Largest institutions holding both
| Firm | IBII | BSJW |
|---|---|---|
| Raymond James Financial Inc. | $610K | $1.1M |
| Jane Street Group, LLC | $828K | $576K |
| Osaic Holdings, Inc. | $63K | $844K |
| 4Thought Financial Group Inc. | $364K | $433K |
| Asset Dedication, LLC | $81K | $20K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: IBII institutional holders, BSJW institutional holders.
Frequently asked questions
Do institutions hold both IBII and BSJW?
5 Form 13F filers report positions in both, out of 31 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.